Prime Capital Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Prime Capital Investment Advisors’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-900	Closed	-$2.31K	–	1070
2025 Q3	$2.31K	Buy	+900	New	+$207K	﹤0.01%	1005
2024 Q2	–	Sell	-3,000	Closed	-$1.64K	–	982
2024 Q1	$1.64K	Buy	+3,000	New	+$598K	﹤0.01%	1010
2023 Q2	–	Sell	-4,500	Closed	-$33.1K	–	776
2023 Q1	$33.1K	Buy	+4,500	New	+$829K	﹤0.01%	543
2022 Q4	–	Sell	-1,500	Closed	-$16K	–	532
2022 Q3	$16K	Buy	+1,500	New	+$274K	﹤0.01%	397

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Prime Capital Investment Advisors's IWM Position: Q1 2026 in Review

Prime Capital Investment Advisors reduced its iShares Russell 2000 ETF (IWM) stake by 0.66% in Q1 2026, selling an estimated $47.5K and leaving 27,783 shares worth $6.89M. The position accounts for 0.08% of the portfolio, ranked #187.

Prime Capital Investment Advisors first reported a position in IWM in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.9M in Q2 2019. 2,571 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Prime Capital Investment Advisors held 27,783 shares of iShares Russell 2000 ETF worth $6.89M as of Q1 2026.
Prime Capital Investment Advisors sold 184 iShares Russell 2000 ETF shares in Q1 2026, an estimated $47.5K.
iShares Russell 2000 ETF made up 0.08% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #187 holding.
Prime Capital Investment Advisors first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 34 quarters since.
Prime Capital Investment Advisors's iShares Russell 2000 ETF position peaked at $10.9M in Q2 2019.
2,571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.